| | Investment Asset Modelling |
|---|
Have a good understanding of how global financial markets operate | Have a good understanding of how global financial markets operate. | Have a good understanding of how global financial markets operate. |
Help our clients understand the key characteristics of a wide range of asset classes and how these impact and are impacted by the wider financial market. | Have a deep understanding of the key characteristics of the asset classes covered, and how these impact and are impacted by the wider financial market. | Understand the key characteristics of a wide range of asset classes and how these impact and are impacted by the wider financial market. |
Articulate to clients the importance of managing ESG risks as part of an investment approach and help them explain (and execute) approaches to manage these risks. | Integrate investment management firms on their approach to managing ESG risks as part of an investment approach and form a view on this. | Build best-in-class tools / models to support the wider investment team in engaging with and advising clients |
Understand the investment management market in a general sense - i.e. the key firms and their strengths / weaknesses | Understand the investment management market in a general sense - i.e. the key firms and their strengths / weaknesses - and the managers in covered asset classes in detail | Liaison with investment team and wider business to ensure the right tools are developed and consistency with the wider LCP tech stack |
Use own knowledge / experiance and tools (eg LCP Visualise) to advise clients on an appropriate blend of assets to hold now and in the future to meet their objectives | Research investment management firms and funds in assigned asset classes and report to the wider team your view on their approach | Promote the tools developed to the wider investment team and ensure our tools are used to benefit of clients as far as possible |
Advise on client liability hedging strategies, including the detail of how to design and execute such strategies | Write up research in the standard format so it is accessible to all | |
Advise clients on specific investment management firms / funds to consider appointing to implement the investment strategy chosen | Contribute to meetings where LCP's overall view of investment managers is agreed | |
Advise clients on some of the contractual elements of engaging investment managers | Promote ideas (assets / managers / funds) to the wider investment team and ensure our research reaches field consultants | |
Advise on and help clients implement their investment strategy from time to time via asset transitions | Support field consultants in advising clients on some of the contractual elements of engaging investment managers | |
Advise on the regulatory aspects of investment for UK DB pension schemes | Understand the commercial aspects of investment manager offerings and improve these on behalf of our clients | |
